Winn
Streamline workflows, automate tasks, enhance collaboration.. [Contact for Pricing]
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What is Winn?
WINN.AI is a Revenue Execution Platform that joins sales calls in real‑time to guide reps, reinforce the sales playbook, and automate administrative tasks. It listens into virtual meetings, surfaces prompts and talking‑points, and auto‑populates CRM fields so that reps do less manual note‑taking and follow‑up work. The platform is designed to increase consistency across a revenue team, especially for complex sales methodologies like MEDDPICC, SPICED, and BANT.
Key features include real‑time playbook adherence, where reps receive live guidance during calls to ensure they cover the right topics and handle objections according to the company’s playbook. WINN captures structured data from every conversation, giving managers better pipeline visibility and the ability to identify execution gaps and optimize playbooks over time. The tool also provides AI‑driven meeting prep briefs, auto‑generated call summaries, and follow‑up emails, helping salespeople come into meetings better prepared and hand off clear next steps.
WINN.AI is built for revenue teams such as account executives, SDRs, and sales managers who want fewer administrative tasks, higher CRM data quality, and more consistent execution across the sales floor. It integrates with existing CRM systems and sits on top of current sales workflows, so it can be set up quickly without changing how teams already run meetings. The platform suits both fast‑growing mid‑sized companies and larger enterprises that need to standardize coaching and capture rich conversation‑level data at scale.
Winn pricing
Pricing model: Freemium
WINN.AI offers a free 14‑day trial with full access before committing to a paid plan. The Pro plan is priced at 69 USD per seat per month when billed annually and includes unlimited meetings, unlimited playbooks, unlimited CRM updates, auto‑generated call summaries and follow‑up emails, real‑time data capture for 35+ smart AI talking‑points, playbook templates for major frameworks, playbook customization, CRM integration with up to 25 fields, automated Slack updates, AI meeting prep briefs, and industry‑leading security and compliance. The Enterprise plan has custom pricing with a minimum of 20 seats and includes all Pro features plus unlimited customized AI talking‑points, AI‑powered sales battle cards, Live Answers, Live Coaching, reporting and analytics, custom AI digests, in‑meeting visibility into CRM data, CRM integration with unlimited fields, advanced CRM features such as opportunity creation and custom objects, advanced admin capabilities, SAML SSO with Okta, and a dedicated account manager.
Winn pros
- Real‑time in‑meeting guidance that nudges reps during live calls
- Automated note‑taking and CRM updates for every meeting
- High playbook adoption by guiding reps through structured talking‑points
- Unlimited meetings across all paid plans
- Support for multiple sales frameworks including MEDDPICC, SPICED, BANT
- Auto‑generated call summaries and follow‑up emails
- AI‑generated meeting prep briefs
- Real‑time tracking of 35+ smart AI talking‑points
- Unlimited playbooks and playbook customization
- Integration with CRM systems with up to 25 fields on the Pro plan
- Automated Slack updates for alignment across teams
- Improved CRM fill rate and data quality company‑wide
- Fast rollout of playbook changes across the entire team
- Reduced rep admin time, freeing capacity for selling
- Scalable for both small sales teams and large enterprises
- Onboarding assistance for new reps via in‑call guidance
- Robust security and compliance built into the platform
Winn cons
- Real‑time guidance is only available during live meetings, not asynchronously
- Pricing may be high for very small teams or early‑stage startups
- Enterprise plan requires a minimum of 20 seats
- Custom talking‑points and deeper CRM features are gated behind Enterprise
- Setup still requires configuring playbooks and CRM integrations
- Dependence on stable meeting‑platform integrations (Zoom, Teams, etc.)
- Limited customization of AI behavior for non‑standard sales workflows
- Advanced features such as reporting, battle cards, and live coaching need Enterprise
Frequently asked questions about Winn
What does WINN.AI do during a sales call?
During a sales call, WINN.AI joins the meeting in real‑time, listens to the conversation, and prompts reps with next talking‑points, objections to cover, and areas they might be missing according to the configured playbook. It simultaneously captures key information, auto‑generates call notes, and pre‑populates CRM fields so that reps do not have to manually type everything after the call.
Which sales methodologies does WINN.AI support?
WINN.AI supports major sales frameworks including MEDDPICC, SPICED, BANT, Challenger, gap selling, and Solution Selling. Playbook templates for these frameworks are included, and teams can further customize playbooks to match their own internal processes or hybrid methodologies.
How does WINN.AI integrate with my CRM?
WINN.AI integrates directly with your CRM to automatically update fields, opportunities, and custom records based on the call data. The Pro plan allows CRM integration with up to 25 fields, while the Enterprise plan expands this to unlimited fields along with advanced CRM features such as opportunity creation and custom objects without requiring manual configuration for each field.
Is WINN.AI only for Zoom meetings?
WINN.AI is not limited to Zoom; it works across major virtual meeting platforms including Zoom, Google Meet, and Microsoft Teams. As long as the platform supports the integration model WINN uses, it can join calls and provide real‑time guidance and automation regardless of which system your team prefers.
Can WINN.AI help with onboarding new sales reps?
WINN.AI helps onboard new sales reps by giving them in‑call guidance that enforces the team’s playbook, so they can follow the same structure as more experienced reps from day one. New reps also benefit from AI‑generated meeting prep briefs and auto‑generated follow‑up emails, which reduce the learning curve and help them perform more consistently.
Does WINN.AI store or show full call transcripts?
WINN.AI captures key information and structured data from calls rather than storing long, raw transcripts by default, focusing on what is relevant for CRM updates and insights. Detailed conversation data is used to generate summaries and talking‑point insights, and storage and retention policies are aligned with the platform’s security and compliance standards.
How does WINN.AI improve CRM data quality?
WINN.AI improves CRM data quality by automating note‑taking and CRM updates directly from each call, ensuring that fields are filled consistently and quickly. This reduces gaps and manual errors, leading to higher CRM fill rates and more reliable pipeline visibility for sales leaders.
What is the difference between Pro and Enterprise plans?
The Pro plan is aimed at growing teams and offers core real‑time guidance, unlimited meetings, unlimited playbooks, CRM updates, and up to 25 CRM fields at a fixed per‑seat price. The Enterprise plan is designed for larger organizations, requires a minimum of 20 seats, and adds unlimited customized AI talking‑points, AI‑powered battle cards, Live Answers, Live Coaching, advanced reporting and analytics, custom AI digests, deeper CRM integration with unlimited fields, advanced admin controls, SAML SSO with Okta, and a dedicated account manager.
Can I try WINN.AI before paying?
Yes, you can try WINN.AI for free for 14 days, during which you get full access to the core features on the Pro plan, including real‑time guidance, unlimited meetings, playbook templates, CRM integration, and auto‑generated summaries and follow‑up emails. After the trial, you can upgrade to Pro or contact WINN’s sales team to discuss Enterprise options.
How secure is WINN.AI with call data?
WINN.AI is built with security and compliance as a core focus, using industry‑standard encryption and infrastructure to protect meeting data. The platform maintains strict access controls and data‑handling policies so that sensitive conversations and CRM information remain secure while still enabling real‑time guidance and automation.